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        We believe in the value of creating relationships with our clients.

        General Info
        We are subject matter experts. We keep abreast of trends and changes in accounting, tax law, and financial management through professional education & monitoring current events & official announcements. Our internal systems ensure that we deliver quality work products. We believe in the value of relationships. Every client relationship is a partnership, and our success is a result of your success. All associates take pride in giving you the personal assistance that comes from years of advanced training, technical experience, customer service, and financial acumen. Our firm offers a wide range of services to individuals and businesses. Because our firm is relatively small, you benefit by getting personalized, quality service.
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        Business History
        The strength of our professional services firm lies in the caliber of personnel who offer expert advice and service to clients. We are subject matter experts. We keep abreast of trends and changes in accounting, tax law, and financial management through professional education & monitoring current events & official announcements. Our internal systems ensure that we deliver quality work products. CPA's perform tax and consultation. We teach each client with dignity and respect. We listen attentively to goals, issues, and concerns. We tailor engagements to address near term requirements and work collaboratively toward long term goals. We pride ourselves in delivering services on schedule and within budget. Our relationships with clients extend beyond financial recordkeeping and reporting. We genuinely care about well-being and work diligently towards their success. Our hard work and responsiveness contribute to a stellar reputation in the communities we serve.
        Services/Products
        Tax Planning & Preparation: Individuals; Corporations; LLC's/LLP's; Trusts; Estates. Complex Issues with Rentals, Business, and K-1's. Assistance with Tax Notices, the IRS, and the FTB. Tax Effects; Foreclosures; Short Sales; Cancellation of Debt (1031) COD 1099; Like Kind Exchanges; Planning for Bankruptcy; Retirement/IRA's; Inheritance; Entity Choice/Comparison
        Brands
        Estate
        Neighborhood
        Eastside
        Accreditation

        Master of Science Economics

        Certified Public Accountant

        Other Link

        http://www.am-cpa.com

        Social Links
        Categories
        Accounting Services, Accountants-Certified Public, Divorce Assistance, Estate Planning, Probate, & Living Trusts, Financial Services, Tax Return Preparation, Taxes-Consultants & Representatives
        Other Information

        Certifications: Certified General Accountants, Certified Public Accountants

        Specialties: Stocks, Real Estate

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        Details

        Phone: (831) 429-5710

        Address: 575 Soquel Ave, Santa Cruz, CA 95062

        Website: http://www.am-cpa.com